% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for XNEAX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,909,2709.9M | $111M | — | ADD 2% |
| 2 | GUGGENHEIM CAPITAL LLC | 3,112,5983.1M | $35M | — | ADD 26% |
| 3 | RAYMOND JAMES FINANCIAL INC | 3,006,2103.0M | $34M | — | ADD 16% |
| 4 | WELLS FARGO & COMPANY/MN | 2,781,6732.8M | $31M | — | — |
| 5 | Hennion & Walsh Asset Management, Inc. | 1,758,8421.8M | $20M | — | — |
| 6 | UBS Group AG | 1,734,8341.7M | $19M | — | TRIM -3% |
| 7 | BANK OF AMERICA CORP /DE/ | 1,531,5761.5M | $17M | — | TRIM -6% |
| 8 | LPL Financial LLC | 1,447,5151.4M | $16M | — | ADD 24% |
| 9 | McGowan Group Asset Management, Inc. | 1,428,6791.4M | $16M | — | — |
| 10 | ROYAL BANK OF CANADA | 1,330,5311.3M | $15M | — | ADD 4% |
| 11 | VAN ECK ASSOCIATES CORP | 1,319,9291.3M | $15M | — | TRIM -5% |
| 12 | STIFEL FINANCIAL CORP | 1,088,3291.1M | $12M | — | ADD 6% |
| 13 | HighTower Advisors, LLC | 1,066,9571.1M | $12M | — | — |
| 14 | Congress Park Capital LLC | 850,000850,000 | $10M | — | TRIM -10% |
| 15 | Melone Private Wealth, LLC | 711,737711,737 | $8M | — | ADD 9% |
| 16 | Eagle Bluffs Wealth Management LLC | 678,395678,395 | $8M | — | ADD 5% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 674,328674,328 | $8M | — | ADD 7% |
| 18 | BYRNE FINANCIAL FREEDOM, LLC | 642,062642,062 | $7M | — | — |
| 19 | OSAIC HOLDINGS, INC. | 572,063572,063 | $6M | — | ADD 22% |
| 20 | Cetera Investment Advisers | 541,993541,993 | $6M | — | ADD 4% |
| 21 | AMERIPRISE FINANCIAL INC | 444,556444,556 | $5M | — | TRIM -4% |
| 22 | Kestra Advisory Services, LLC | 439,599439,599 | $5M | — | ADD 59% |
| 23 | SIT INVESTMENT ASSOCIATES INC | 411,729411,729 | $5M | — | TRIM -19% |
| 24 | Cresta Advisors, Ltd. | 385,647385,647 | $4M | — | ADD 43% |
| 25 | Rockefeller Capital Management L.P. | 379,232379,232 | $4M | — | TRIM -12% |
| 26 | Palogic Value Management, L.P. | 377,558377,558 | $4M | — | ADD 2% |
| 27 | Merit Financial Group, LLC | 361,962361,962 | $4M | — | — |
| 28 | Capital Investment Advisors, LLC | 323,491323,491 | $4M | — | TRIM -5% |
| 29 | COHEN & STEERS, INC. | 304,711304,711 | $3M | — | TRIM -5% |
| 30 | CURA WEALTH ADVISORS, LLC | 302,000302,000 | $3M | — | — |
| 31 | HORIZON KINETICS ASSET MANAGEMENT LLC | 296,306296,306 | $3M | — | — |
| 32 | Advisors Asset Management, Inc. | 292,866292,866 | $3M | — | TRIM -6% |
| 33 | Janney Montgomery Scott LLC | 292,345292,345 | $3M | — | ADD 28% |
| 34 | Leo Wealth, LLC | 283,141283,141 | $3M | — | ADD 22% |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 280,902280,902 | $3M | — | — |
| 36 | &PARTNERS | 265,331265,331 | $3M | — | — |
| 37 | Jupiter Wealth Management LLC | 240,237240,237 | $3M | — | NEW |
| 38 | KIM, LLC | 243,700243,700 | $3M | — | — |
| 39 | GILL CAPITAL PARTNERS, LLC | 241,902241,902 | $3M | — | — |
| 40 | Cambridge Investment Research Advisors, Inc. | 239,884239,884 | $3M | — | — |
| 41 | EVOKE WEALTH, LLC | 236,500236,500 | $3M | — | TRIM -7% |
| 42 | Lido Advisors, LLC | 227,460227,460 | $3M | — | — |
| 43 | TRUIST FINANCIAL CORP | 220,589220,589 | $2M | — | — |
| 44 | Invesco Ltd. | 214,086214,086 | $2M | — | TRIM -5% |
| 45 | Intellectus Partners, LLC | 203,623203,623 | $2M | — | ADD 3% |
| 46 | BlackRock, Inc. | 200,103200,103 | $2M | — | — |
| 47 | Fiera Capital Corp | 198,441198,441 | $2M | — | NEW |
| 48 | HARBOUR INVESTMENTS, INC. | 194,806194,806 | $2M | — | ADD 273% |
| 49 | Wakefield Asset Management LLLP | 179,250179,250 | $2M | — | ADD 9% |
| 50 | JANE STREET GROUP, LLC | 179,070179,070 | $2M | — | TRIM -21% |
| 51 | Spire Wealth Management | 168,726168,726 | $2M | — | ADD 14% |
| 52 | Baird Financial Group, Inc. | 164,300164,300 | $2M | — | TRIM -20% |
| 53 | Tyche Wealth Partners LLC | 162,878162,878 | $2M | — | — |
| 54 | Savant Capital, LLC | 157,081157,081 | $2M | — | — |
| 55 | IBEX WEALTH ADVISORS | 151,497151,497 | $2M | — | TRIM -3% |
| 56 | Kercheville Advisors, LLC | 146,035146,035 | $2M | — | ADD 3% |
| 57 | Steward Partners Investment Advisory, LLC | 144,326144,326 | $2M | — | ADD 3% |
| 58 | Waverly Advisors, LLC | 140,529140,529 | $2M | — | TRIM -19% |
| 59 | Gridiron Partners, LLC | 139,848139,848 | $2M | — | TRIM -18% |
| 60 | Breakwater Capital Group | 136,162136,162 | $2M | — | — |
| 61 | CAPITAL & PLANNING, LLC | 132,545132,545 | $1M | — | ADD 373% |
| 62 | Corient Private Wealth LLC | 131,883131,883 | $1M | — | TRIM -57% |
| 63 | NewEdge Wealth, LLC | 123,680123,680 | $1M | — | — |
| 64 | JFS WEALTH ADVISORS, LLC | 122,844122,844 | $1M | — | — |
| 65 | Venture Visionary Partners LLC | 121,676121,676 | $1M | — | ADD 17% |
| 66 | Abel Hall, LLC | 120,000120,000 | $1M | — | — |
| 67 | WESBANCO BANK INC | 119,057119,057 | $1M | — | ADD 5% |
| 68 | Stratos Wealth Partners, LTD. | 117,045117,045 | $1M | — | ADD 11% |
| 69 | PNC FINANCIAL SERVICES GROUP, INC. | 115,520115,520 | $1M | — | — |
| 70 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112,207112,207 | $1M | — | TRIM -32% |
| 71 | SILVERLAKE WEALTH MANAGEMENT LLC | 108,120108,120 | $1M | — | ADD 3% |
| 72 | Modern Wealth Management, LLC | 103,556103,556 | $1M | — | TRIM -9% |
| 73 | Avior Wealth Management, LLC | 101,823101,823 | $1M | — | ADD 2% |
| 74 | CoreCap Advisors, LLC | 101,757101,757 | $1M | — | ADD 48% |
| 75 | Mariner, LLC | 101,603101,603 | $1M | — | ADD 31% |
| 76 | DAVENPORT & Co LLC | 98,81698,816 | $1M | — | ADD 5% |
| 77 | Creative Planning | 96,65396,653 | $1M | — | — |
| 78 | CHILDRESS CAPITAL ADVISORS, LLC | 96,00096,000 | $1M | — | — |
| 79 | CAPTRUST FINANCIAL ADVISORS | 94,26794,267 | $1M | — | ADD 7% |
| 80 | Prospera Financial Services Inc | 94,09294,092 | $1M | — | — |
| 81 | ACCREDITED INVESTOR SERVICES, LLC | 88,45788,457 | $993,372 | — | ADD 8% |
| 82 | Summit Trail Advisors, LLC | 86,78486,784 | $974,584 | — | NEW |
| 83 | MERCER GLOBAL ADVISORS INC /ADV | 86,28586,285 | $968,980 | — | ADD 15% |
| 84 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 85,63685,636 | $961,692 | — | ADD 152% |
| 85 | CARY STREET PARTNERS FINANCIAL LLC | 84,71584,715 | $951,349 | — | ADD 15% |
| 86 | ENVESTNET ASSET MANAGEMENT INC | 78,96778,967 | $886,797 | — | ADD 2% |
| 87 | Kingsview Wealth Management, LLC | 77,50577,505 | $870,377 | — | ADD 19% |
| 88 | Aviance Capital Partners, LLC | 74,60874,608 | $837,846 | — | TRIM -10% |
| 89 | Whipplewood Advisors, LLC | 74,28174,281 | $834,176 | — | — |
| 90 | Integrity Wealth Partners, LLC | 73,38673,386 | $824,128 | — | NEW |
| 91 | Uniting Wealth Partners, LLC | 70,11470,114 | $792,151 | — | NEW |
| 92 | Private Advisor Group, LLC | 69,88269,882 | $784,777 | — | — |
| 93 | OPPENHEIMER & CO INC | 67,79167,791 | $761,293 | — | TRIM -11% |
| 94 | Broyhill Asset Management, LLC | 67,01767,017 | $752,601 | — | TRIM -27% |
| 95 | NAPLES GLOBAL ADVISORS, LLC | 66,43166,431 | $750,631 | — | TRIM -2% |
| 96 | Founders Financial Alliance, LLC | 64,83964,839 | $728,145 | — | ADD 12% |
| 97 | FLC Capital Advisors | 64,44664,446 | $723,729 | — | TRIM -9% |
| 98 | PURSUIT WEALTH STRATEGIES, LLC | 59,23459,234 | $665,192 | — | TRIM -15% |
| 99 | Redhawk Wealth Advisors, Inc. | 57,74057,740 | $648,424 | — | — |
| 100 | Kovack Advisors, Inc. | 56,74956,749 | $638,909 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 9.5M | 10.1M | 9.5M | 10.2M | 9.7M | 9.9M | $111M |
| GUGGENHEIM CAPITAL LLC | 1.1M | 1.1M | 1.2M | 1.6M | 2.5M | 3.1M | $35M |
| RAYMOND JAMES FINANCIAL INC | 2.1M | 2.0M | 2.0M | 2.2M | 2.6M | 3.0M | $34M |
| WELLS FARGO & COMPANY/MN | 3.0M | 3.6M | 3.4M | 2.6M | 2.7M | 2.8M | $31M |
| Hennion & Walsh Asset Management, Inc. | 1.6M | 1.2M | 1.2M | 1.5M | 1.8M | 1.8M | $20M |
| UBS Group AG | 1.7M | 1.8M | 1.8M | 1.8M | 1.8M | 1.7M | $19M |
| BANK OF AMERICA CORP /DE/ | 1.6M | 1.8M | 1.6M | 1.6M | 1.6M | 1.5M | $17M |
| LPL Financial LLC | 866K | 1.0M | 928K | 1.1M | 1.2M | 1.4M | $16M |
| McGowan Group Asset Management, Inc. | 1.1M | 1.2M | 1.3M | 1.3M | 1.4M | 1.4M | $16M |
| ROYAL BANK OF CANADA | 1.1M | 1.2M | 2.4M | 1.2M | 1.3M | 1.3M | $15M |
| VAN ECK ASSOCIATES CORP | 1.5M | 1.2M | 1.2M | 1.3M | 1.4M | 1.3M | $15M |
| STIFEL FINANCIAL CORP | 961K | 1.0M | 1.1M | 1.0M | 1.0M | 1.1M | $12M |
| HighTower Advisors, LLC | 1.6M | 1.4M | 1.5M | 1.5M | 1.1M | 1.1M | $12M |
| Congress Park Capital LLC | 1.1M | 1.2M | 1.3M | 1.1M | 945K | 850K | $10M |
| Melone Private Wealth, LLC | 217K | 229K | 345K | 431K | 652K | 712K | $8M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +642,666 | $7M | ADD |
| RAYMOND JAMES FINANCIAL INC | +410,683 | $5M | ADD |
| LPL Financial LLC | +277,695 | $3M | ADD |
| Jupiter Wealth Management LLC | +240,237 | $3M | OPEN |
| MORGAN STANLEY | +209,158 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Bramshill Investments, LLC | −2,801,020 | $32M | CLOSE |
| StoneX Group Inc. | −301,992 | $3M | CLOSE |
| ROBINSON CAPITAL MANAGEMENT, LLC | −233,254 | $3M | CLOSE |
| NewEdge Advisors, LLC | −232,696 | $3M | CLOSE |
| CITADEL ADVISORS LLC | −184,202 | $2M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 298 | 53,229,337 | — | $598M |
| 2025-Q4 | 291 | 55,001,762 | — | $639M |
| 2025-Q3 | 285 | 58,583,052 | — | $655M |
| 2025-Q2 | 302 | 66,267,932 | — | $724M |
| 2025-Q1 | 318 | 74,290,943 | — | $832M |
| 2024-Q4 | 323 | 83,826,134 | — | $947M |
| 2024-Q3 | 307 | 88,708,424 | — | $1.1B |
| 2024-Q2 | 302 | 102,001,062 | — | $1.2B |
| 2024-Q1 | 315 | 121,689,389 | — | $1.3B |
| 2023-Q4 | 307 | 110,306,318 | — | $1.2B |
| 2023-Q3 | 282 | 93,920,371 | — | $912M |
| 2023-Q2 | 289 | 85,959,237 | — | $940M |
| 2023-Q1 | 290 | 81,389,998 | — | $904M |
| 2022-Q4 | 295 | 73,860,116 | — | $839M |
| 2022-Q3 | 289 | 65,285,929 | — | $692M |
| 2022-Q2 | 304 | 66,700,086 | — | $784M |
| 2022-Q1 | 300 | 64,605,679 | — | $849M |
| 2021-Q4 | 309 | 64,521,867 | — | $1.0B |
| 2021-Q3 | 287 | 63,066,282 | — | $957M |
| 2021-Q2 | 290 | 65,432,571 | — | $1.0B |
| 2021-Q1 | 281 | 67,294,396 | — | $998M |
| 2020-Q4 | 280 | 59,658,868 | — | $893M |
| 2020-Q3 | 250 | 62,811,798 | — | $904M |
| 2020-Q2 | 236 | 68,526,557 | — | $953M |
| 2020-Q1 | 255 | 65,574,514 | — | $887M |
| 2019-Q4 | 247 | 61,468,378 | — | $885M |
| 2019-Q3 | 219 | 59,035,412 | — | $844M |
| 2019-Q2 | 212 | 59,134,109 | — | $820M |
| 2019-Q1 | 215 | 58,972,548 | — | $786M |
| 2018-Q4 | 216 | 59,546,615 | — | $733M |
| 2018-Q3 | 213 | 50,491,149 | — | $658M |
| 2018-Q2 | 206 | 48,377,502 | — | $630M |
| 2018-Q1 | 197 | 43,480,001 | — | $564M |
| 2017-Q4 | 203 | 41,014,227 | — | $564M |
| 2017-Q3 | 180 | 39,763,220 | — | $550M |
| 2017-Q2 | 173 | 34,826,147 | — | $476M |
| 2017-Q1 | 176 | 36,003,362 | — | $480M |
| 2016-Q4 | 173 | 36,021,639 | — | $481M |
| 2016-Q3 | 168 | 29,218,540 | — | $427M |
| 2016-Q2 | 100 | 6,207,953 | — | $93M |
| 2016-Q1 | 85 | 6,603,776 | — | $94M |
| 2015-Q4 | 94 | 7,721,957 | — | $107M |
| 2015-Q3 | 86 | 6,986,981 | — | $91M |
| 2015-Q2 | 80 | 6,240,549 | — | $80M |
| 2015-Q1 | 78 | 6,202,289 | — | $88M |
| 2014-Q4 | 76 | 6,426,288 | — | $90M |
| 2014-Q3 | 65 | 7,382,031 | — | $102M |
| 2014-Q2 | 77 | 6,755,874 | — | $93M |
| 2014-Q1 | 76 | 7,136,582 | — | $96M |
| 2013-Q4 | 79 | 7,622,798 | — | $96M |
| 2013-Q3 | 69 | 7,570,334 | — | $97M |
| 2013-Q2 | 75 | 7,386,540 | — | $96M |
| 2013-Q1 | 1 | 37,171 | — | $545,000 |
